Producer I
Job Description
Job Description
Below is a more detailed list of duties and responsibilities for a Producer:
- Generate and convert leads through networking, referrals, marketing efforts and cold calls.
- Build and maintain a strong pipeline.
- Conduct needs-based assessments to recommend appropriate insurance coverage.
- Present and explain options, benefits and pricing for potential clients.
- Present a holistic approach that includes all their commercial insurance needs not just one line of business.
- Develop a Sales Plan with Sales Leader that include not only the revenue goal but the plan to achieve the goal.
- Maintain accurate client records in Agency Management System.
- Complete all necessary documentation / applications for new policies.
- Ensure a smooth transition for hand-off to the Client Manager.
- Stay updated on industry trends, carrier products and changes in coverage options.
- Attend community events, networking groups and industry functions to market yourself.
- Utilize digital marketing and social media to enhance brand awareness and attract leads.
- Sets priorities and manages workflow to ensure efficient, timely and accurate process of transactions and other responsibilities
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